I receive one requirement,that is send email with dynamics data gird in HTML format.But by default Dynamics CRM not provide this type of feature. Dynamic provide the mail merge option but that is not match with my requirement.

In this post we check how we can send dynamic data in email body with HTML format via Custom WorkFlow.

Microsoft Dynamics 365 simplifies licensing of business applications. The primary licensing is by named user subscription. The Microsoft Dynamics 365 user subscriptions classify users into two types, “full users” and “other users”.

Full users are the users whose work requires the use of the feature-rich business applications functionality. Examples of full users are salespeople, customer service representatives, finance employees, controllers, and supply chain managers. These users have also been referred to in the past as Pro users or Power Users. These full users are licensed with a Dynamics 365 Plan, or Dynamics 365 application subscription (not including Dynamics 365 for Talent).Other users often represent a large percentage of users in an organization and may consume data or reports from the line of business systems, complete light tasks like time or expense entry and HR record updates or are heavier users of the system, but not require full user capabilities. These other users are licensed with Dynamics 365 for Team Members, Dynamics 365 for Operations Activity or Dynamics 365 for Talent subscriptions.

About mention grid the highlighted in the red area, That permission is for team members licenses. As the developer, we created security roles that need to keep in mind Licences structure. For example One of the user had Team Members license and we assign the security roles which is defined as case entity all rights. So in result, he can work on the case entity but the issue comes when an auditing by Microsoft or Microsoft partners. That time is problematic for the client and as a developer for you also.

As many time we receive requirement that shows only some specifics data in the lookup field. In sub gird, we can create a view with specifics condition and shown in it. But for lookup view is always fix we cannot apply another view.

To achieve this requirement need to apply JavaScript to two function addPreSearch and addCustomFilter

After case/ticket register by customer wait for the solution of a problem. Sometimes ticket will resolve very effectively and the customer was very happy with customer support team but he/she not able to express his/her feeling. Other hands sometimes this positive situation goes into the negative area and customers feel to improve the service. To express Dynamics CRM having VOC module. Below mention Voice of the Customer (VOC) features:

Surveys with a variety of questions and formats

Themes that can be designed to follow your companies color guidelines

Scoring that is predefined or can be modified for your needs

Personalization for specific customer or user

Feedback that can be tracked and reported on

Follow-ups automatically generated based on feedback or scores

Developing a personal relationship with your customers helps to understand when they are being taken care of where there are areas for improvement. Being able to perform a lightweight check-up with a VOC survey can help to maintain your relationship with the customer and verify that they are being delighted and cared for. How to Enable the VOC in Dynamics CRM 365 :

Go to Admin panel and click on Dynamics 35 under the Admin Center menu

Click on new button and A new survey will open- In it some fields are mandatory

Survey: This is a drop down, when you want to add questions to the survey you will select the drop down and go to designer

Status Reason- Draft: When the survey is live the status will change from Draft to Published Save Buttons: There are 2 areas you can save- 2 on the Upper left corner Save: Save and remain on the page, Save and Close: Save and go back to the list of surveys, and Lower right corner Save: Save and remain on the page. Please be aware that the pages do not necessarily save on its own- You have to go and do it. Theme: Automatically populated with a default theme Now click the survey drop down and select designer from this view is how you set up surveys. VOC starts with 3 default pages.

Welcome page

Questions (Can add additional pages)

Conclusion

You cannot delete the welcome or the conclusion page and each of 3 sections must remain in their predetermined locations. But you can add more pages in the question section and move them up and down as needed. Preview: Now go to Survey Responses to see the results Thanks!!!

Today we talk about a middle layer of an application.In many projects requirements comes like two or multiple application wants to talk to one application or front end wants to communicate with back end application (Dynamics CRM, Database, Core .net application).

For above requirement, most of the time architecture decide to go with some REST or SOAP design. But the client will face about scale issue always. So an instance of REST/SOAP/XML messaging we can use service bus. And this will be more powerful compared to REST/SOAP/3rd party.

So Here we assume, the front end is the mobile app and wants to communicate with back end application which is Dynamics CRM and visa-verse.

First, we understand about Azure service bus and when using this then we check about Dynamics CRM and Azure Service Bus integration

Azure Messaging Services

Azure Messaging Services communications are three types and as per our requirements, we can select the messaging service.

1 Service Bus

2. Event Hubs

3. Relay

Where can I use Messaging

Where does Service Bus fit?

Features of Azure Service Bus:

Azure Service Bus: Azure Service Bus messaging is an implementation of modern message queuing concepts implemented in the Microsoft Cloud as the platform as a service. Service Bus messaging has two key areas:

Queues

Topics

Queues:

Queues offer First In, First Out (FIFO) message delivery to one or more competing consumers. That is, messages are typically expected to be received and processed by the receivers in the order in which they were added to the queue, and each message is received and processed by only one message consumer. A key benefit of using queues is to achieve “temporal decoupling” of application components. In other words, the producers (senders) and consumers (receivers) do not have to be sending and receiving messages at the same time, because messages are stored durably in the queue. Furthermore, the producer does not have to wait for a reply from the consumer in order to continue to process and send messages.

Topics:

In contrast to queues, in which each message is processed by a single consumer, topics and subscriptions provide a one-to-many form of communication, in a publish/subscribe pattern. Useful for scaling to very large numbers of recipients, each published message is made available to each subscription registered with the topic. Messages are sent to a topic and delivered to one or more associated subscriptions, depending on filter rules that can be set on a per-subscription basis. The subscriptions can use additional filters to restrict the messages that they want to receive. Messages are sent to a topic in the same way they are sent to a queue, but messages are not received from the topic directly. Instead, they are received from subscriptions. A topic subscription resembles a virtual queue that receives copies of the messages that are sent to the topic. Messages are received from a subscription identically to the way they are received from a queue.

In Dynamics 365, we can synchronize Dynamics CRM Database entity wise on Azure SQL Database.Prior Dynamics 365 online version main issue occurred database backup or some BI work or push Dynamics CRM data to the third party application. Thus Microsoft comes with Export Service.It’s easy to use and check all failure records.

B. Open SQL database in visual studio or Query editor in the Azure portal.

C. Login into the database and create a User with all permission of database.

And execute the following query with your new username and password

Step2: Create key with secret using PoweShell command or manually from GUI

PowerShell script, which needs value for variables like following

A. $subscriptionId = ‘[Specifies the Azure subscription to which the Key Vault belongs.]’
B. $keyvaultName = ‘[Specifies the name of the Key Vault. If the Key Vault does not exist, the script will create one]’ Any name of key value
C. $secretName = ‘[Specifies the name of the secret that is put into the Key Vault. The secret holds the destination database connection string.]’ Any secret name
D. $resourceGroupName = ‘[Specifies the Resource Group for the Key Vault.]’
E. $location = ‘[Specifies the Azure region where the Resource Group and Key Vault is placed.]’
F. $connectionString = ‘[Specifies the destination database connection string that would be placed as a secret in the Key Vault.]’
G. $organizationIdList = ‘[Specifies a comma-separated list of all the CRM Organization Id which will be allowed to export data to the destination database.]’ From Dynamics CRM Setting > Customization > Developer Resources

Note: This service is Available at, North America South America Europe Middle East Africa Japan Asia/Pacific Australia

C. Now, click on Setting > Data Export.

D. Create Data Export service record, with fill up all information and validate it. Remember the put Key Vault Url, which we already create in Step 2.

E. Choose the entity and relationship, as per your requirement need to synchronize data.

F. Active the export profile.

Data export service is created, now you can create a record and it will sync to Azure SQL Database.

Example Record and Validate the Sync:

Create an account record.

Check in Azure Database using Query Editor tool

Thanks !!!

]]>https://dynamicspeople.wordpress.com/2017/05/29/dynamics-365-export-service-with-azure-sql-database/feed/5dynamicspeopleBest Way to Call Common JavaScript From Application Ribbonhttps://dynamicspeople.wordpress.com/2017/03/22/best-way-to-call-common-javascript-from-application-ribbon/
https://dynamicspeople.wordpress.com/2017/03/22/best-way-to-call-common-javascript-from-application-ribbon/#respondWed, 22 Mar 2017 12:37:00 +0000http://dynamicspeople.wordpress.com/?p=346Continue reading Best Way to Call Common JavaScript From Application Ribbon]]>Dear Dynamic People,

Many time we receive design requirement like change color of view, form tabs, section, add a section as navigation menu or some specific COMMON javascript throwout application.To achieved this, developer register to each entity.

Instead of a register JS on each entity, use an Application Ribbon to call the common javascript or on-load of view/dashboard call javascript.

For call the JavaScript on-load of view/dashboard/entity form.Following steps is mention.

Click on continue and modify the flow name as per you. And select the spreadsheet which we create as campaign response. Also, select the Dynamic CRM organization with the target entity. As we select a Lead entity.

4. Now need to map the fields, most of the time it will map automatically.

Note: Add dynamic content is not working for me in chrome So I change the browser then it will work.

5. Set the interval as per your requirement and on-demand run the flow.

6. Successfully execute a Flow, a spreadsheet will modify and a record is created in Dynamic CRM.

Flow successfully executed

Spreadsheet Modify

Dynamics CRM Lead Records

We can also connect Microsft Flow to on-premise Dynamic CRM. If in your application a large amount of wait stage workflow for the reminder, invoice, payment etc then use Microsoft flow as a scheduler in dynamics to reduce wait stage workflow. If your application having multiple integration points then also you can use this product.

In this post, we will check an azure environment with dynamics CRM with multi-server installation. If you have MSDN subscription includes a monthly credit and you would like a standalone instance of Microsoft CRM for development/testing /demoing consider using Azure. This succeeds the short life scope of Online Trials of dynamics CRM and if you create your standalone instance on local VMs then you will face the performance and space issues.

In above screen showing the benefits of MSDN. Here is Azure link with a credit balance for dev/test.Click on it and signing up to the Azure portal.

Virtual Network, Virtual Machine in Virtual Network and setting up dynamics services mention in following points:

Click New > Networking > Virtual network, as shown in the following picture:

In the Virtual network blade that appears, ensure that Resource Manager is selected and click Create, as shown in the following picture:

3. In the Create virtual network blade that appeared, enter dynamicsCRMvnetfor Name, 10.1.0.0/16 for Address space, FrontEnd for Subnet name 10.1.0.0/24 for Subnet address range, dynamicscrmfor Resource group, select your Subscription, a Location and click the Create button, as shown in the following picture

4. The portal only enables you to create one subnet when creating a VNet.Link

5. A virtual network is created. Now create a Virtual Machine with creating VN and Resource Manager.Link

6. As I create three VMs for AD server, SQL Server, and Dynamics CRM server.

7. Follow the same step as we check in Setting up dynamics CRM post. Here we install first Active directory on AD server and creates all required security groups with service accounts use to installation in MS SQL SERVER and Dynamics CRM.

8. For install both SQL and CRM, create a one domain user how having administrator level access on both server and also add in local policy user as log as service.

9. After setting up AD and domain controller. Set the same domain which creates at the time of AD setup in both VMs. Tip if a domain is not shown then check the IP with an AD server and add alternative IP as 8.8.8.8 to access the internet.

10. Install the SQL server and Dynamics CRM, the product key will get you in your MSDN subscription benefits page.

Dynamics 365 release a new feature for increase a productivity of application. In many projects common requirement is to read data from BarCode at a time of document handover, product order, reception stage etc.

Now Dynamics 365 have new control, “BarCode Scanner” it is only accessible on mobile and tablets device.

1. Need to add new field o n desired entity and field data type “Single Line of Text ”

2. Field added, now go to field property and click on “Add Control” tab.

3. Here are 2-3 controls, we need to select “Barcode Scanner” control and click “Add” button.

4. After adding control, enable the control for phone and tablet.

5. Open the Dynamics 365 phone app, and “Download ” the updates.

6. Navigate to an entity where added the “Barcode” field.Click on Barcode field then app ask to allow the camera access, then allow this.

7. The camera will open or may be asked for permission then allow this and scanned a barcode.

8. Auto data will comes in “Barcode” field.

This new barcode controls very helpful and enrich the user experience for the mobile business user in Sales, Field Service and other areas.